BigSur Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
BigSur Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,308,140
-7.3%
21,735
+1.8%
1.16%
-2.2%
Q2 2023$2,490,905
-2.9%
21,350
-4.3%
1.19%
-1.2%
Q1 2023$2,566,284
+2.9%
22,3000.0%1.20%
+0.2%
Q4 2022$2,494,478
+32.8%
22,300
+8.3%
1.20%
+26.5%
Q3 2022$1,879,000
-12.9%
20,600
-5.3%
0.95%
-6.5%
Q2 2022$2,157,000
+3.9%
21,750
+16.0%
1.02%
+25.6%
Q1 2022$2,077,000
+7.8%
18,7500.0%0.81%
+7.3%
Q4 2021$1,927,000
-1.4%
18,7500.0%0.75%
-14.1%
Q3 2021$1,955,000
-4.8%
18,7500.0%0.88%
-5.3%
Q2 2021$2,054,000
+43.4%
18,750
+36.4%
0.93%
+26.1%
Q1 2021$1,432,000
+16.3%
13,750
+5.8%
0.74%
+5.8%
Q4 2020$1,231,000
+19.5%
13,000
+100.0%
0.70%
+5.9%
Q3 2020$1,030,000
-32.2%
6,500
-29.5%
0.66%
-39.7%
Q2 2020$1,520,000
+24.3%
9,225
+8.5%
1.09%
+18.5%
Q1 2020$1,223,000
-42.6%
8,500
-11.2%
0.92%
-23.9%
Q4 2019$2,132,000
-0.9%
9,5750.0%1.20%
-16.9%
Q3 2019$2,152,000
+5.9%
9,5750.0%1.45%
+2.3%
Q2 2019$2,033,000
-3.7%
9,575
-9.5%
1.42%
+2.5%
Q1 2019$2,111,000
+15.5%
10,5750.0%1.38%
+6.5%
Q4 2018$1,828,000
-30.3%
10,575
-12.4%
1.30%
-20.9%
Q3 2018$2,624,000
+11.3%
12,075
-1.2%
1.64%
-4.4%
Q2 2018$2,358,000
+18.8%
12,225
+21.9%
1.72%
+21.3%
Q1 2018$1,985,000
+6.6%
10,025
+1.3%
1.42%
-23.6%
Q4 2017$1,862,000
+4.1%
9,900
-1.5%
1.85%
+2.9%
Q3 2017$1,789,000
+3.1%
10,050
-2.4%
1.80%
+2.1%
Q2 2017$1,736,000
+9.3%
10,3000.0%1.76%
+2.4%
Q1 2017$1,589,000
+0.1%
10,300
-8.8%
1.72%
-19.1%
Q4 2016$1,588,00011,3002.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders